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Johnathan Hunter Bartholomew

Ameritas Advisory Services, LLC

Des Moines, IA

Iowa City, IA

CRD 7722273

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Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ameritas Advisory Services, Llc

5900 O Street, Lincoln, NE 68510 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-07-31
  • IA RA
    APPROVED
    Since 2023-07-31

Branch Locations

Des Moines, IA • United States

2010 Keokuk St, Iowa City, IA 52240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Organic Greens Llc Kalona IA 06/2016 11/2017
Capps Home & Repair Washington IA 05/2016 08/2019
Fareway Washington IA 05/2018 07/2020
Iowa Gop Washington IA 07/2020 12/2020
Lb Products Llc Fairfield IA 01/2021 06/2021
Americans For Prosperity Des Moines IA 07/2021 11/2022
University Of Iowa Iowa City IA 08/2020 05/2023
Ameritas Investment Company, Llc Lincoln NE 05/2023 Present
Midwest Financial Solutions, Llc Iowa City IA 01/2023 Present
Hawkeye Brokerage Iowa City IA 06/2023 Present
School Washington IA 01/2013 05/2020
Ameritas Advisory Services, Llc Lincoln NE 07/2023 Present
Goodman Keller P.C. West Des Moines IA 02/2025 02/2026
Iowa Judicial Branch Nevada IA 08/2026 Present
  • 06/2016 → 11/2017
    Organic Greens Llc
    Kalona, IA
  • 05/2016 → 08/2019
    Capps Home & Repair
    Washington, IA
  • 05/2018 → 07/2020
    Fareway
    Washington, IA
  • 07/2020 → 12/2020
    Iowa Gop
    Washington, IA
  • 01/2021 → 06/2021
    Lb Products Llc
    Fairfield, IA
  • 07/2021 → 11/2022
    Americans For Prosperity
    Des Moines, IA
  • 08/2020 → 05/2023
    University Of Iowa
    Iowa City, IA
  • 05/2023 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 01/2023 → Present
    Midwest Financial Solutions, Llc
    Iowa City, IA
  • 06/2023 → Present
    Hawkeye Brokerage
    Iowa City, IA
  • 01/2013 → 05/2020
    School
    Washington, IA
  • 07/2023 → Present
    Lincoln, NE
  • 02/2025 → 02/2026
    Goodman Keller P.C.
    West Des Moines, IA
  • 08/2026 → Present
    Iowa Judicial Branch
    Nevada, IA
Other Businesses

MIDWEST FINANCIAL SOLUTIONS, LLC; SAME AS BRANCH; INV REL; INVESTMENTS; AGENT; START DATE=01/2023; HRS/MO=80; TRADING HRS/MO=70; SALES AGENT * HAWKEYE BROKERAGE; SAME AS BRANCH; INV REL; INVESTMENTS; AGENT; START DATE=06/2023; HRS/MO=80; TRADING HRS/MO=70; SALES AGENT * IOWA JUDICIAL BRANCH; 1315 S B Ave, Nevada IA 50201; non-inv rel; I will be a law clerk with the Second Judicial District in Iowa which resolves legal disputes; Employee; start date=08/2026; hrs/mo=160; trading hrs/mo=160; as a judicial law clerk for Iowa's Second Judicial District I would work with the 17 district court judges to manage their case load including watching cases, researching issues, and writing draft orders.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-29
  • S66 Uniform Combined State Law Examination
    2023-07-29
Other Names
  • Johnathan Bartholomew

View on SEC IAPD

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